Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
H & R BLOCK FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1 H R BLOCK WAY   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64105
A Employer identification number

23-7378232
B Telephone number (see instructions)

(816) 854-4361
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$61,986,971
J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 186,200
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 730 730  
4 Dividends and interest from securities...... 935,851 533,816  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,760,475
b Gross sales price for all assets on line 6a 13,327,846
7 Capital gain net income (from Part IV, line 2)... 2,700,151
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -2,283,339 641,398  
12 Total. Add lines 1 through 11........ 1,599,917 3,876,095  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 7,920 1,980   5,940
b Accounting fees (attach schedule)....... 44,619 35,695   8,924
c Other professional fees (attach schedule).... 572,009 264,484   238,465
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 50,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,552 809   10,743
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,416 232   16,303
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 707,516 303,200   280,375
25 Contributions, gifts, grants paid........ 3,261,842 3,261,842
26 Total expenses and disbursements. Add lines 24 and 25 3,969,358 303,200   3,542,217
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,369,441
b Net investment income (if negative, enter -0-) 3,572,895
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 2,981,288 2,880,986 2,880,986
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 61,336,975 Click to see attachment59,080,335 59,080,335
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment34,280 Click to see attachment25,650 Click to see attachment25,650
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 64,352,543 61,986,971 61,986,971
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment51,274 Click to see attachment55,143
23 Total liabilities (add lines 17 through 22).......... 51,274 55,143
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 35,584,560 35,584,560
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 28,716,709 26,347,268
30 Total net assets or fund balances (see instructions)...... 64,301,269 61,931,828
31 Total liabilities and net assets/fund balances (see instructions).. 64,352,543 61,986,971
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 64,301,269
2 Enter amount from Part I, line 27a..................... 2 -2,369,441
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 61,931,828
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 61,931,828
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a LONG-TERM CAPITAL GAIN DISTRIBUTION      
b WELLINGTON SALE OF UNITS      
c PASSTHROUGH FROM SCH K-1 WELLINGTON      
d WELLINGTON      
e PASSTHROUGH FROM SCH K-1 SEMPER VIC      
SEMPER VIC      
PASSTHROUGH FROM SCH K-1 DODDINGTON      
DODDINGTON      
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000      
SSGA RUSSELL 3000      
PASSTHROUGH FROM SCH K-1 SSGA US GOV      
SSGA US GOV      
PASSTHROUGH FROM SCH K-1 SSGA MSCI      
SSGA MSCI      
PASSTHROUGH FROM SCH K-1 COLCHESTER      
COLCHESTER      
PASSTHROUGH FROM SCH K-1 TORTOISE      
TORTOISE      
OCTAVIAN      
GRUSS GLOBAL      
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 135,871     135,871
b 3,600,000   3,776,355 -176,355
c 40,298     40,298
d       0
e 1,706,461     1,706,461
3,862,679   3,862,679 0
308,777     308,777
428,276   428,276 0
434,989     434,989
825,228   825,228 0
    5,149 -5,149
322   322 0
263,076     263,076
3,120   3,120 0
37,589     37,589
      0
    3,069 -3,069
16   16 0
681,144   828,389 -147,245
1,000,000   895,092 104,908
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       135,871
b       -176,355
c       40,298
d       0
e       1,706,461
      0
      308,777
      0
      434,989
      0
      -5,149
      0
      263,076
      0
      37,589
      0
      -3,069
      0
      -147,245
      104,908
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,700,151
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 3,193,717 61,150,004 0.052228
2012 1,930,600 57,048,831 0.033841
2011 2,929,595 58,100,755 0.050423
2010 2,870,636 53,886,790 0.053272
2009 3,285,149 45,849,727 0.071650
2 Total of line 1, column (d) ...................... 2 0.261414
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.052283
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 63,603,473
5 Multiply line 4 by line 3....................... 5 3,325,380
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 35,729
7 Add lines 5 and 6......................... 7 3,361,109
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,542,217
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 35,729
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 35,729
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,729
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 63,171
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,171
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 57,442
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet57,442 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHRBLOCKFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID MILES Telephone no.bullet (816) 854-4361
    Located atbullet1 H R BLOCK WAYKANSAS CITYMO ZIP+4bullet64105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    HENRY W BLOCH CHAIRMAN, TREASURER, DIRECTOR
    5.00
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR
    5.00
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    BRUCE C DAVISON DIRECTOR
    0.50
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    THOMAS A GERKE DIRECTOR
    0.50
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    WILLIAM A HALL DIRECTOR
    0.50
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    EDWARD T MATHENY JR DIRECTOR
    0.50
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    MORTON I SOSLAND DIRECTOR
    0.50
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    EVANGELINE RICH ASSISTANT TREASURER
    0.50
    0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    DAVID P MILES - SEE STMT 15 PRESIDENT
    13.00
    55,333 6,064 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAREY WILKERSON LOONEY - SEE STMT 1 VICE PRESIDENT & SECRETARY
    28.00
    56,802 11,316 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HRB MANAGEMENT INC MANAGEMENT 287,688
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 86,260
    100 SUMMER STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    62,141,112
    b
    Average of monthly cash balances.......................
    1b
    2,430,942
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,572,054
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    64,572,054
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    968,581
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,603,473
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,180,174
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,180,174
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    35,729
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,729
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,144,445
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,144,445
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,144,445
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,542,217
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,542,217
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    35,729
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,506,488
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 3,144,445
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 206,712
    b From 2010....... 190,700
    c From 2011....... 94,841
    d From 2012.......  
    e From 2013....... 199,167
    fTotal of lines 3a through e......... 691,420
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 3,542,217
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 3,144,445
    e Remaining amount distributed out of corpus 397,772
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,089,192
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    206,712
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    882,480
    10 Analysis of line 9:
    a Excess from 2010.... 190,700
    b Excess from 2011.... 94,841
    c Excess from 2012....  
    d Excess from 2013.... 199,167
    e Excess from 2014.... 397,772
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    H R BLOCK FOUNDATION
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105
    (816) 854-4361
    bThe form in which applications should be submitted and information and materials they should include:
    VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.
    cAny submission deadlines:
    VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMIE LAYFAYETTE
    6903 OAK ST
    KANSAS CITY,MO64113
      PC TO SUPPORT CAPITAL IMPROVEMENTS TO THE ORGANIZATION'S OAK STREET CAMPUS 35,000
    ADHOC GROUP AGAINST CRIME
    3116 PROSPECT
    KANSAS CITY,MO64128
      PC FUNDS TO SUPPORT THE GUARDIAN AWARD PROGRAM 7,500
    ALLEN COUNTY COMMUNITY FOUNDATION
    202 SOUTH STATE STREET
    IOLA,KS66749
      PC GRANT IN HONOR OF SAMATHA LARNEY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5,000
    ALLIANCE FOR CHILDHOOD EDUCATION
    22052 WEST 66TH STREET SUITE 200
    SHAWNEE,KS66226
      PC UPGRADES TO THE ALLIANCE FOR CHILDHOOD EDUCATION WEBSITE 10,000
    ASSISTANCE LEAGUE OF KANSAS CITY HEARTLAND AUXILIARY
    6101 NORTH CHESTNUT
    GLADSTONE,MO64119
      PC OPERATION SCHOOL BELL/THE RESALE SHOP ROOF REPAIR 20,000
    BALL STATE UNIVERSITY FOUNDATION
    PO BOX 672
    MUNCIE,IN47308
      PC GRANT FOR MATCH 100
    BAY HARBOR FOUNDATION
    750 BAY HARBOR DR
    BAY HARBOR,MI49770
      PC GRANT FOR MATCH 1,000
    BIG MOUNTAIN FIREFIGHTERS ASSOC
    3790 BIG MOUNTAIN RD
    WHITEFISH,MT59937
      PC GRANT FOR MATCH 200
    BILLINGS CENTRAL CATHOLIC HIGH
    3 BROADWATER AVE
    BILLINGS,MT59101
      PC GRANT FOR MATCH 400
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT DR
    SHAWNEE MISSION,KS66205
      PC GRANT FOR MATCH 2,100
    BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY
    4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130
      PC EXPANSION OF THE ATOMIC BLAST SUMMER PROGRAM AT THE LESLIE BOYS & GIRLS CLUB UNIT 25,000
    BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE
    PO BOX 414711
    KANSAS CITY,MO64141
      PC ELECTRONIC FORMS CONVERSION 4,700
    CALIFORNIA ODYSSEY OF THE MIND
    20304 DAYTON ST
    RIVERSIDE,CA92508
      PC CASH FOR CHAMPIONS: ZACHARY BEYER (FIELD) 400
    CAMPS FOR KIDS
    4727 LOGAN AVE
    KANSAS CITY,MO64136
      PC THE CAMPS FOR KIDS CAMPAIGN 6,500
    CAPITAL UNIVERSITY
    1 COLLEGE MAIN
    COLUMBUS,OH43209
      PC GRANT FOR MATCH 500
    CASA OF JOHNSON & WYANDOTTE COUNTIES
    5700 BROADMOOR SUITE 201
    MISSION,KS66202
      PC CHILD ADVOCACY PROGRAM 4,000
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN SUITE 500
    KANSAS CITY,MO64118
      PC BIOETHICS MARKETING AND COMMUNICATIONS PROJECT 9,150
    CENTRAL METHODIST UNIVERSITY
    411 CENTRAL METHODIST SQUARE
    FAYETTE,MO65248
      PC GRANT FOR MATCH 1,000
    CENTRAL MICHIGAN UNIVERSITY
    524 EAST BELLOWS
    MT PLEASANT,MI48858
      PC GRANT FOR MATCH 465
    CHARLIE'S HOUSE
    6324 N CHATHAM AVE SUITE 223
    KANSAS CITY,MO64151
      PC CONSTRUCTION OF CHARLIE'S HOUSE DEMONSTRATION HOME 25,000
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64108
      PC GENERAL PROGRAM SUPPORT 6,000
    CHILD PROTECTION CENTER INC
    3101 BROADWAY SUITE 750
    KANSAS CITY,MO64111
      PC ELECTRONIC DOCUMENT MANAGEMENT SYSTEM 24,880
    CHILDREN'S TLC
    3101 MAIN STREET
    KANSAS CITY,MO64111
      PC STRATEGIC INITIATIVES 25,000
    CHURCH OF THE RESURRECTION
    13720 ROE AVE
    LEAWOOD,KS66224
      PC CASH FOR CHAMPIONS: LYNN EBEL (CSCKC) 300
    CIRCLE OF HOPE NICU FOUNDATION
    PO BOX 14301
    LENEXA,KS66285
      PC CASH FOR CHAMPIONS: KATHERINE GONZALEZ (CSCKC) 200
    CLAY COUNTY CLOTHES CLOSET
    3939 N CLEVELAND AVE
    KANSAS CITY,MO64117
      PC FUNDS TO SUPPORT THE PURCHASE OF CLOTHING FOR LOW-INCOME CHILDREN AND ADULTS LIVING IN CLAY COUNTY 2,500
    COLORADO COLLEGE
    14 E CACHE LA POUDRE
    COLORADO SPRINGS,CO80903
      PC GRANT FOR MATCH 1,000
    COMMUNITY ASSISTANCE COUNCIL
    10901 BLUE RIDGE BOULEVARD
    KANSAS CITY,MO64134
      PC REPLACEMENT OF ITS TELEPHONE SYSTEM 5,460
    COMMUNITY LINC
    4012-14 TROOST
    KANSAS CITY,MO64110
      PC THE PILOT OF THE IMMEDIATE HOUSING PROGRAM 25,000
    COMMUNITY SERVICES LEAGUE
    404 NORTH NOLAND ROAD
    INDEPENDENCE,MO64050
      PC WAREHOUSE AND PANTRY ENHANCEMENTS 18,400
    CORBETT PREP SCHOOL OF IDS
    12015 ORANGE GROVE DR
    TAMPA,FL33618
      PC GRANT FOR MATCH 1,000
    CORNERSTONES OF CARE
    300 E 36TH STREET
    KANSAS CITY,MO64111
      PC HEALTHY KIDS INITIATIVE 25,000
    CURE OF ARS SCHOOL
    9403 MISSION ROAD
    LEAWOOD,KS66206
      PC GRANT FOR MATCH 1,000
    DEVELOPING POTENTIAL INC
    120 WEST WALNUT
    INDEPENDENCE,MO64050
      PC DEVELOPING POTENTIAL COMMUNICATIONS TECHNOLOGY UPGRADE 15,000
    DON BOSCO COMMUNITY CENTER
    580 CAMPBELL STREET
    KANSAS CITY,MO64108
      PC TO SUPPORT A VEHICLE FOR ITS MEALS ON WHEELS PROGRAM 10,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102
      PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT DONNELLY COLLEGE IN 2014 72,731
    ELMWOOD CEMETERY SOCIETY
    P O BOX 270255
    KANSAS CITY,MO64127
      PC GRANT FOR MATCH 200
    EMPORIA STATE UNIVERSITY FOUNDATION
    1500 HIGHLAND ST
    EMPORIA,KS66801
      PC GRANT FOR MATCH 1,000
    FAMILY HEALTH CARE
    300 SOUTHWEST BOULEVARD
    KANSAS CITY,KS66103
      PC TECHNOLOGY EQUIPMENT 30,816
    FOLLY THEATER
    PO BOX 26505
    KANSAS CITY,MO64196
      PC NEW HISTORIC DOORS FOR THE FOLLY THEATER - CAPITAL IMPROVEMENTS 16,620
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112
      PC GRANT FOR MATCH 2,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112
      PC LES VIOLONS DU ROY WITH MARC-ANDRE HAMELIN, PIANO 14,500
    FRIENDS OF THE ZOO
    6800 ZOO DRIVE
    KANSAS CITY,MO64132
      PC CONSTRUCTION OF A NEW FLAGSHIP DINING FACILITY 150,000
    FRIENDS OF UNIVERSITY ACADEMY
    4049 PENNSYLVANIA SUITE 400
    KANSAS CITY,MO64111
      PC GRANT FOR MATCH 5,000
    FRONT PORCH ALLIANCE
    3210 MICHIGAN
    KANSAS CITY,MO64109
      PC GRANT FOR MATCH 4,000
    GEORGETOWN UNIVERSITY
    37TH O STREETS NW
    WASHINGTON,DC20073
      PC GRANT FOR MATCH 300
    GEORGIA TECH FOUNDATION
    OFFICE OF DEVELOPMENT
    ATLANTA,GA30332
      PC GRANT FOR MATCH 5,000
    GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
    8383 BLUE PARKWAY DRIVE
    KANSAS CITY,MO64133
      PC CASH FOR CHAMPIONS: AMY WALKER (CSCKC) 200
    GLACIER NATIONAL PARK CONSERVANCY
    PO BOX 2749
    COL FALLS,MT59912
      PC GRANT FOR MATCH 2,000
    GOOD SHEPHERD CATHOLIC SCHOOL
    12800 W 75TH STREET
    SHAWNEE,KS66216
      PC GRANT FOR MATCH 1,000
    GREAT PLAINS SPCA
    5428 ANTIOCH DR
    MERRIAM,KS66202
      PC CASH FOR CHAMPIONS: JERRY GREEN (CSCKC) 400
    GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105
      PC GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND SCHOLARSHIP PROGRAM 10,000
    HALO FOUNDATION
    1600 GENESSEE ST 528
    KANSAS CITY,MO64102
      PC PURCHASE EQUIPMENT FOR ITS NEW WOODWORKING AND CARPENTRY PROGRAM 8,644
    HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL
    LIBERTY,MO64068
      PC 2014-2015 HARRIMAN-JEWELL SERIES EDUCATION EVENTS 9,500
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    500 W US HIGHWAY 24
    INDEPENDENCE,MO64050
      PC GRANT FOR MATCH 1,000
    HARVARD UNIVERSITY
    RECORDING SECRETARY
    CAMBRIDGE,MA02138
      PC GRANT FOR MATCH 3,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64108
      PC HARVESTERS' BUILDING HOPE INITIATIVES 25,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64108
      PC GRANT FOR MATCH 1,000
    HEAD START OF SHAWNEE MISSION
    8155 SANTA FE DRIVE
    OVERLAND PARK,KS66204
      PC TO SUPPORT RENOVATIONS TO THE ORGANIZATION'S OUTDOOR PLAYGROUND SURFACE. 25,000
    HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
    407 S CLAIRBORNE RD
    OLATHE,KS66062
      PC TO SUPPORT THE HIRING OF A MID-LEVEL MEDICAL PROVIDER 48,058
    HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112
      PC HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP 10,000
    HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KC COMM FNDTN
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
      PC SUPPORT EXPENSES RELATED TO NECESSARY REPAIRS AND RENOVATIONS TO THE HENRY WOLLMAN BLOCH FOUNTAIN 650,000
    HIGH ASPIRATIONS
    6320 BROOKSIDE PLAZA SUITE 263
    KANSAS CITY,MO64113
      PC FUNDS TO EXPAND THE ORGANIZATION'S CHESS PROGRAM TO MEET US CHESS FEDERATION STANDARDS 5,000
    HOPE FAITH MINISTRIES INC
    705 VIRGINIA AVENUE
    KANSAS CITY,MO64158
      PC TRANSPORTATION AND DONATION RETRIEVAL VAN PROJECT 20,000
    HORIZON ACADEMY
    4901 REINHARDT DRIVE STE A
    ROELAND PARK,KS66205
      PC RAYS OF SUCCESS MAJOR GIFTS CAMPAIGN 50,000
    INTERNATIONAL ASSOCIATION OF LIONS CLUB OF KERNERSVILLE
    PO BOX 1601
    KERNERSVILLE,NC27285
      PC GRANT IN HONOR OF BARBARA BULL- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 1,000
    IOWA STATE UNIVERSITY
    2505 UNIVERSITY BLVD PO BOX 2230
    AMES,IA50010
      PC GRANT FOR MATCH 400
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MO64108
      PC CHILD ADVOCACY 11,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211
      PC FUNDS TO SUPPORT THE HIRING OF A COMMUNITY SECURITY DIRECTOR 50,000
    JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK
    6315 WEST 110TH STREET
    OVERLAND PARK,KS66211
      PC COSTS ASSOCIATED WITH RELOCATING THE JOCOIHN DAY CENTER 20,000
    JOHNSON COUNTY LIBRARY FOUNDATION
    PO BOX 2933
    SHAWNEE MISSION,KS66201
      PC TO SUPPORT THE PURCHASE OF BOOKS AND E-BOOKS FOR THE READ TO SUCCEED & CARE PROGRAMS FOR ADJUDICATED YOUTH. 10,000
    JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
    1817 CAMPBELL
    KANSAS CITY,MO64108
      PC PURCHASE CURRICULUM AND TANGIBLE MATERIALS TO IMPLEMENT ITS PILOT SUMMER PROGRAM. 9,775
    KANSAS CITY ANTI-VIOLENCE PROJECT
    PO BOX 411211
    KANSAS CITY,MO64141
      PC COSTS ASSOCIATED WITH THE PURCHASE AND IMPLEMENTATION OF THE RELATIONSHIP SKILLS BUILDING CURRICULUM 5,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111
      PC SUPPORT FOR THE 15TH ANNIVERSARY EVENT OF THE H&R BLOCK ARTSPACE 28,000
    KANSAS CITY BALLET
    500 W PERSHING ROAD
    KANSAS CITY,MO64108
      PC REACH OUT AND DANCE 22,000
    KANSAS CITY COMMUNITY GARDEN
    6917 KENSINGTON
    KANSAS CITY,MO64132
      PC BI-LINGUAL GARDEN EDUCATION AND OUTREACH 8,018
    KANSAS CITY JEWISH MUSEUM
    5500 WEST 123RD STREET
    OVERLAND PARK,KS66209
      PC 2015 ARTICIPATION PROGRAMMING 3,000
    KANSAS CITY PRE-K COLLABORATION AT THE GREATER KC COMM FNDTN
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
      PC THE GREATER KANSAS CITY EARLY CARE AND EDUCATION STUDY 25,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVENUE SUITE 106
    KANSAS CITY,MO64110
      PC 2013-14 SEASON 15,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE STREET SUITE 200
    KANSAS CITY,MO64108
      PC KANSAS CITY SYMPHONY 2014-2015 SEASON 25,000
    KANSAS CITY YOUNG AUDIENCES
    5601 WYANDOTTE
    KANSAS CITY,MO64113
      PC ARTS PARTNERS PROGRAM 13,000
    KANSAS STATE UNIVERSITY FOUNDATION
    2323 ANDERSON AVE SUITE 500
    MANHATTAN,KS66502
      PC GRANT FOR MATCH 750
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC GRANT FOR MATCH 5,000
    KCPT- PUBLIC TELEVISION 19
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
      PC GRANT FOR MATCH 200
    KCPT- PUBLIC TELEVISION 19
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
      PC ARTS AND CULTURE PROGRAMMING 25,000
    KU ENDOWMENT
    PO BOX 298
    LAWRENCE,KS66044
      PC GRANT FOR MATCH 3,100
    LINWOOD PROPERTY INC
    600 BROADWAY SUITE 300
    KANSAS CITY,MO64105
      PC LINWOOD PROPERTY/REDISCOVER CAMPUS REDEVELOPMENT 40,000
    LIONS CLUB INTERNATIONAL FOUNDATION
    300 WEST 22ND STREET
    OAK BROOK,IL60523
      PC GRANT IN HONOR OF JANE FANJOY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 2,500
    LITERACY KANSAS CITY
    211 W ARMOUR BLVD
    KANSAS CITY,MO64111
      PC IMPACT INITIATIVE: EXPANDING CAPACITY THROUGH A LEARNING LAB 10,000
    LOCAL INITIATIVES SUPPORT CORPORATION - LISC
    600 BROADWAY SUITE 280
    KANSAS CITY,MO64105
      PC GREATER KANSAS CITY LISC - ENCOMPASSES NEIGHBORHOODSNOW, FINANCIAL OPPORTUNITY CENTERS AND THE GREATER KC SUPPORT PROGRAM 100,000
    LUNG CANCER RESEARCH FOUNDATION
    800 THIRD AVE
    NEW YORK,NY10022
      PC GRANT FOR MATCH 5,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES
    KANSAS CITY,MO64108
      PC GENERAL SUPPORT FY2015 19,000
    MASSACHUSETTS LIONS EYE RESEARCH FUND
    PO BOX 6050
    NEW BEDFORD,MA02742
      PC GRANT IN HONOR OF JANE FANJOY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 2,500
    MCLAREN NORTHERN MICHIGAN FOUNDATION
    360 CONNABLE AVE
    PETOSKEY,MI49770
      PC GRANT FOR MATCH 4,000
    METROCARE OF GREATER KANSAS CITY
    5810 NW BARRY RD LOWER LEVEL
    KANSAS CITY,MO64154
      PC METROCARE (ACCESS TO HEALTH CARE FOR THE UNINSURED)- STRATEGIC PLAN AND PROGRAM EVALUATION DEVELOPMENT 10,000
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111
      PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT PENN VALLEY COMMUNITY COLLEGE IN 2014 53,404
    MID AMERICA ASSISTANCE COALITION
    1 W ARMOUR BLVD STE 301
    KANSAS CITY,MO64111
      PC MAACLINK DATA SYSTEM OPERATIONS SUPPORT 25,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVENUE
    KANSAS CITY,MO64108
      PC KANSAS CITY AREA CULTURAL PROGRAMMING 10,000
    MIDAMERICA NAZARENE UNIVERSITY
    2030 COLLEGE WAY
    OLATHE,KS66062
      PC GRANT FOR MATCH 1,000
    MIDWEST FOSTER CARE AND ADOPTION ASSOCIATION
    18600 E 37TH TERRACE
    INDEPENDENCE,MO64057
      PC THE CAPITAL PORTION OF THE FOREVER HOME CAMPAIGN 60,000
    MILES OF SMILES
    6301 NORTH OAK TRAFFICWAY SUITE 204
    KANSAS CITY,MO64118
      PC THE ADDITION OF NITROUS OXIDE TREATMENT AT THE ORGANIZATION'S PERMANENT OFFICE SITE 8,580
    MISSOURI & KANSAS 2020 VISION
    4223 NORTH 127TH STREET
    KANSAS CITY,KS66109
      PC FRESHMAN AND SOPHOMORE LEADERS PREP PROGRAM 10,000
    MISSOURI COLLEGE ADVISING CORPS AT THE UNIVERSITY OF MISSOURI-COLUMBIA
    46 JESSE HALL UNIVERSITY OF
    MISSOURI
    COLUMBIA,MO65211
      PC LEVERAGING AMERICORPS DOLLARS IN KANSAS CITY: EMPOWERING KANSAS CITY STUDENTS TO GO TO COLLEGE AND SUCCEED 20,000
    MISSOURI COLLEGES FUND INC
    3401 W TRUMAN BLVD STE 202
    JEFFERSON CITY,MO65109
      PC TEACHERS FIRST SCHOLARSHIP PROGRAM 2,500
    MOCSA
    3100 BROADWAY SUITE 400
    KANSAS CITY,MO64111
      PC MOCSA AGENCY SUPPORT 11,000
    MORNINGSTARS DEVELOPMENT COMPANY INC
    2411 EAST 27TH STREET
    KANSAS CITY,MO64127
      PC MORNINGSTAR YOUTH AND FAMILY LIFE CENTER 75,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS - KANSAS
    PO BOX 675
    TOPEKA,KS66601
      PC SUPPORT EXPANSION OF ITS PEER 2 PEER PROGRAM IN JOHNSON AND WYANDOTTE COUNTIES 5,000
    NATIVITY OF MARY SCHOOL
    10021 E 36TH TERR
    INDEPENDENCE,MO64052
      PC GRANT FOR MATCH 283
    NATIVITY PARISH SCHOOL
    3800 W 119TH ST
    LEAWOOD,KS66209
      PC GRANT FOR MATCH 1,000
    NEBRASKA HUMANE SOCIETY
    8929 FORT STREET
    OMAHA,NE68134
      PC GRANT FOR MATCH 5,000
    NEIGHBORHOOD SERVICE CENTER
    126 PORT STREET
    EASTON,MD21601
      PC GRANT FOR MATCH 2,500
    NEIGHBORHOODS RISING FUND
    801 W 47TH STREET STE 500
    KANSAS CITY,MO64112
      PC NEIGHBORHOOD SELF HELP FUND 5,000
    NORTH VALLEY MUSIC SCHOOL
    PO BOX 4446
    WHITEFISH,MT59937
      PC GRANT FOR MATCH 500
    NORTHWESTERN MEMORIAL FOUNDATION
    251 E HURAN ST
    CHICAGO,IL60611
      PC GRANT FOR MATCH 1,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST
    EVANSTON,IL60201
      PC GRANT FOR MATCH 200
    OZANAM
    421 EAST 137TH STREET
    KANSAS CITY,MO64145
      PC GENERAL OPERATING SUPPORT 6,500
    PACES
    P O BOX 171578
    KANSAS CITY,KS66117
      PC THE CONSTRUCTION OF THE CHILDREN'S EMERGENCY SHELTER 30,000
    PEMBROKE HILL SCHOOL
    400 W 51ST ST
    KANSAS CITY,MO64112
      PC GRANT FOR MATCH 1,900
    PENDLETON HEIGHTS NEIGHBORHOOD ASSOCIATION
    546 OLIVE ST
    KANSAS CITY,MO64124
      PC CASH FOR CHAMPIONS: KRISTIN JOHNSON (CSC-KC) 400
    PHOENIX FAMILY
    2838 WARWICK TRFY
    KANSAS CITY,MO64108
      PC EXPANSION OF THE HIKE READING PROGRAM 20,000
    POLICE FOUNDATION OF KANSAS CITY
    PO BOX 901950
    KANSAS CITY,MO64190
      PC PURCHASE OF A SURVEILLANCE CAMERA SYSTEM 10,000
    PREP-KC
    3132 PENNSYLVANIA
    KANSAS CITY,MO64111
      PC MATH BENCHMARKING: PREPARING KANSAS CITY'S URBAN HIGH SCHOOL STUDENTS FOR POSTSECONDARY SUCCESS 35,389
    PROVIDENCE COLLEGE
    ONE CUNNINGHAM SQUARE
    PROVIDENCE,RI02918
      PC GRANT FOR MATCH 1,000
    REGIS UNIVERSITY
    3333 REGIS BLVD B-16
    DENVER,CO80221
      PC GRANT FOR MATCH 1,000
    RESTART INC
    918 E 9TH STREET
    KANSAS CITY,MO64106
      PC PROCEEDS FROM THE SALE OF TRANSFERABLE AHAP TAX CREDITS 20,642
    ROCKHURST HIGH SCHOOL
    9301 STATE LINE
    KANSAS CITY,MO64114
      PC GRANT FOR MATCH 1,000
    ROCKHURST UNIVERSITY
    1100 ROCKHURST RD
    KANSAS CITY,MO64110
      PC GRANT FOR MATCH 15,000
    RONALD MCDONALD HOUSE CHARITIES OF KC
    2502 CHERRY STREET
    KANSAS CITY,MO64108
      PC HOPE GROWS HERE EXPANSION PROJECT 50,000
    ROSE BROOKS CENTER
    736 SHAWNEE AVE
    KANSAS CITY,KS66105
      PC CAPITAL IMPROVEMENTS PROJECT 50,000
    SAFEHOME INC
    PO BOX 4563
    OVERLAND PARK,KS66204
      PC BUILDING A BETTER TOMORROW - BREAK THE CYCLE, BUILD THE FUTURE CAPITAL CAMPAIGN 25,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    4225 BALTIMORE AVENUE
    KANSAS CITY,VT64111
      PC GRANT FOR MATCH 4,114
    SAMUEL U RODGERS HEALTH CENTER
    825 EUCLID AVENUE
    KANSAS CITY,MO64124
      PC UPGRADING IMAGING REVIEW SOFTWARE AND STORAGE HARDWARE 56,500
    SCRANTON PREPARATORY SCHOOL
    1000 WYOMING AVE
    SCRANTON,PA18509
      PC GRANT FOR MATCH 350
    SHEFFIELD PLACE
    6604 EAST 12TH STREET
    KANSAS CITY,MO64126
      PC STRONG TOMORROWS: CLINICAL SERVICES FOR HOMELESS MOTHERS AND THEIR CHILDREN 6,500
    SHERWOOD CENTER
    7938 CHESTNUT AVE
    KANSAS CITY,MO64132
      PC LAUNCHING OF A LUNCH PROGRAM 15,000
    SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063
      PC GRANT FOR MATCH 3,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX75275
      PC GRANT FOR MATCH 400
    ST AGNES CATHOLIC SCHOOL
    5130 MISSION RD
    ROELAND PARK,KS66205
      PC GRANT FOR MATCH 1,000
    ST ANN'S CATHOLIC SCHOOL
    7241 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
      PC GRANT FOR MATCH 500
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66111
      PC CASH FOR CHAMPIONS: TOM YEARSLEY (CSCKC) 400
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66111
      PC GRANT FOR MATCH 1,000
    ST TERESA'S ACADEMY
    5600 MAIN STREET
    KANSAS CITY,MO64113
      PC CASH FOR CHAMPIONS: CAREY WILKERSON LOONEY (CSC-KC) 200
    STACKS YOUTH PROJECT
    305 N SCOTT
    BELTON,MO64012
      PC CASH FOR CHAMPIONS: DAVID BAILEY (CSC-KC) 200
    SUMMERFEST CONCERTS INC
    PO BOX 22697
    KANSAS CITY,MO64113
      PC TO EVERYTHING THERE IS A SEASON 3,500
    SUPPORTING KIDS FOUNDATION
    PO BOX 15171
    LENEXA,KS66287
      PC GRANT FOR MATCH 5,000
    SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC
    5930 SWOPE PARKWAY
    KANSAS CITY,MO64130
      PC RAISING A READER KANSAS CITY 25,000
    THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
    106 SOUTHWEST BOULEVARD
    KANSAS CITY,MO64108
      PC ARTSKC FUND - CATALYST GRANTS FUNDERS POOL 35,000
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND
    5235 OAK STREET
    KANSAS CITY,MO64112
      PC CAPITAL AND EXHIBITION IMPROVEMENTS 50,000
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND
    5235 OAK STREET
    KANSAS CITY,MO64112
      PC GRANT FOR MATCH 6,480
    THE NATURE CONSERVANCY KANSAS CHAPTER
    2420 NW BUTTON ROAD
    TOPEKA,KS66618
      PC SUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREA 5,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111
      PC GRANT FOR MATCH 25,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111
      PC FUNDS TO SUPPORT THE BUSINESS COUNCIL 10,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    PO BOX 710811
    COLUMBUS,OH43271
      PC GRANT FOR MATCH 250
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    PO BOX 32844
    KANSAS CITY,MO64171
      PC FUNDS TO SUPPORT ASSOCIATE ENGAGEMENT FOR THE MEALS ON WHEELS PROGRAM 2,500
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    PO BOX 32844
    KANSAS CITY,MO64171
      PC SENIOR COMPANION PROGRAM 5,500
    THE SHEPHERD'S CENTER OF THE NORTHLAND
    4805 NE ANTIOCH RD
    KANSAS CITY,MO64119
      PC BUILDING A USER FRIENDLY WEBSITE--SIMPLIFYING HELP FOR CLIENTS 4,000
    THRESHOLD CHURCH
    212 W MATTHEWS ST
    MATTHEWS,NC28105
      PC CASH FOR CHAMPIONS: BECKY COTE (FIELD) 100
    TURN THE PAGE KC
    5100 ROCKHILL RD 104H MANHEIM HALL
    KANSAS CITY,MO64110
      PC TURN THE PAGE KC ORGANIZATIONAL CAPACITY BUILDING 15,000
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER
    KANSAS CITY,MO64110
      PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT UMKC DURING 2014 160,548
    UNICORN THEATRE
    3828 MAIN STREET
    KANSAS CITY,MO64111
      PC CAPITAL CAMPAIGN 50,000
    UNION GROVE BAPTIST CHURCH OF OAK RIDGE
    5424 UNION GROVE CHURCH ROAD
    OAK RIDGE,NC27310
      PC GRANT IN HONOR OF BARBARA BULL- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 4,000
    UNION STATION KANSAS CITY INC
    30 W PERSHING RD SUITE 400
    KANSAS CITY,MO64108
      PC NEW PERMANANT HISTORY EXHIBITION AS PART OF THE CENTENNIAL CELEBRATION 75,000
    UNITED FUND OF TALBOT COUNTY
    121 N WASHINGTON ST
    EASTON,MD21601
      PC GRANT FOR MATCH 2,500
    UNITED INNER CITY SERVICES
    2008 E 12TH STREET
    KANSAS CITY,MO64127
      PC GOOD TO GREAT, ORGANIZATIONAL AND INSTRUCTIONAL CAPACITY BUILDING 50,000
    UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112
      PC UNITED FOR HOPE/UNITED FOR HELP 50,000
    UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112
      PC GRANT FOR MATCH 720
    UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112
      PC FUNDS TO SUPPORT ONGOING OPERATION OF THE 2-1-1 INFORMATION AND REFERRAL SYSTEM 15,000
    UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
    SMISER ALUMNI CENTER
    WARRENSBURG,MO64093
      PC GRANT FOR MATCH 200
    UNIVERSITY OF CONNECTICUT
    2390 ALUMNI DRIVE
    STORRS,CT06269
      PC GRANT FOR MATCH 100
    UNIVERSITY OF MICHIGAN
    DEPT CH 10189
    PALATINE,IL60055
      PC GRANT FOR MATCH 500
    UNIVERSITY OF MISSOURI-COLUMBIA
    109 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211
      PC CASH FOR CHAMPIONS: DAVID MILES (CSC-KC) 200
    UNIVERSITY OF MISSOURI-COLUMBIA
    109 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211
      PC GRANT FOR MATCH 3,765
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807
      PC GRANT FOR MATCH 200
    UNIVERSITY OF PENNSYLVANIA
    433 FRANKLIN BLDG 3451 WALNUT ST
    PHILADELPHIA,PA19104
      PC GRANT FOR MATCH 1,000
    UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION
    580 MASSIE ROAD
    CHARLOTTESVILLE,VA22903
      PC GRANT FOR MATCH 250
    UNIVERSITY OF VIRGINIA
    PO BOX 400807
    CHARLOTTESVILLE,VA22904
      PC GRANT FOR MATCH 100
    VASSAR COLLEGE
    124 RAYMOND AVENUE
    POUGHKEEPSIE,NY12604
      PC GRANT FOR MATCH 5,000
    VERONICA'S VOICE
    PO BOX 172472
    KANSAS CITY,KS66117
      PC GRANT IN HONOR OF BERNIE DARTER- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5,000
    WASHINGTON UNIVERSITY
    ONE BROOKINGS DRIVE BOX 1082
    ST LOUIS,MO63130
      PC GRANT FOR MATCH 1,000
    WILDWOOD OUTDOOR EDUCATION CENTER
    7095 W 399TH STREET
    LA CYGNE,KS66040
      PC SUMMER ADVENTURE 6,500
    WILLIAM JEWELL COLLEGE
    500 COLLEGE HILL
    LIBERTY,MO64068
      PC GRANT FOR MATCH 1,000
    YOUTH AMBASSADORS INC
    7309 HIGH DRIVE
    PRAIRIE VILLAGE,KS66208
      PC IVANHOE YOUTH AMBASSADORS 10,000
    YOUTH SYMPHONY OF KANSAS CITY
    5960 DEARBORN ST SUITE 206
    MISSION,KS66202
      PC GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAM 4,000
    YOUTH VOLUNTEER CORPS
    1025 JEFFERSON ST
    KANSAS CITY,MO64105
      PC ORGANIZATION'S ENHANCED CAPACITY TO PILOT INNOVATIVE PROGRAMMING AND INCREASED OPPORTUNITIES FOR KANSAS CITY YOUTH. 5,000
    Total .................................bullet 3a 3,261,842
    bApproved for future payment
    HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KC COMM FNDTN
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105
      PC PLEDGED GRANT 1,350,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211
      PC PLEDGED GRANT 25,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVENUE
    KANSAS CITY,MO64108
      PC PLEDGED GRANT 20,000
    SYNERGY SERVICES
    400 EAST 6TH ST
    PARKVILLE,MO64152
      PC PLEDGED GRANT 75,000
    THE NATURE CONSERVANCY KANSAS CHAPTER
    24120 NW BUTTON RD
    TOPEKA,KS66618
      PC PLEDGED GRANT 20,000
    THE PHOENIX FAMILY HOUSING CORPORATION
    2838 WARWICK TRFY
    KANSAS CITY,MO64108
      PC PLEDGED GRANT 10,000
    UNITED INNER CITY SERVICES
    2008 E 12TH STREET
    KANSAS CITY,MO64127
      PC PLEDGED GRANT 25,000
    Total .................................bullet 3b 1,525,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 730  
    4 Dividends and interest from securities....     14 935,851  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14 20,885  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 2,760,475  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUNREALIZED GAIN (LOSS) ON INVESTMENTS     14 -2,304,224  
    bINCOME (LOSS) FROM PASSTHROUGHS 523930 -70,178 14 70,178  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -70,178 1,483,895 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,413,717
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    H & R BLOCK FOUNDATION
     
    Employer identification number

    23-7378232
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    H & R BLOCK FOUNDATION
     
    Employer identification number

    23-7378232
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    HR BLOCK INC  
    ONE HR BLOCK WAY
     
    KANSAS CITY, MO64105

    $186,200


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    H & R BLOCK FOUNDATION
     
    Employer identification number

    23-7378232
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    H & R BLOCK FOUNDATION
     
    Employer identification number

    23-7378232
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 44,619 35,695   8,924

    TY 2014 GeneralExplanationAttachment
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Identifier Return Reference Explanation
      FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION THE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS. OFFICERS DAVID P. MILES AND CAREY WILKERSON ARE EMPLOYEES OF AND ARE PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY (HRB MANAGEMENT, INC.) THAT RELATES TO SERVICES PROVIDED BY THE FOUNDATION OFFICERS IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICERS DIRECTLY. THE TOTAL AMOUNT PAID TO HRB MANAGEMENT, INC. REPORTED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS INCLUDES THE AMOUNT OF OFFICER COMPENSATION SEPARATELY REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION.

    TY 2014 InvestmentsOtherSchedule2
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARCHIPELAGO HOLDINGS CLASS A FMV 6,919,488 6,919,488
    DIMENSIONAL EMERGING MARKETS FUND FMV 2,514,184 2,514,184
    FIR TREE INTERNATIONAL VALUE FUND FMV 1,598,157 1,598,157
    GRUSS GLOBAL INVESTORS MASTER FUND FMV 1,706,184 1,706,184
    OCTAVIAN OFFSHORE FUND FMV 387,083 387,083
    SEMPER VIC PARTNERS (QP), L P FMV 0 0
    SSGA INTERMEDIATE US GOVT BOND FUND FMV 6,022,212 6,022,212
    SSGA RUSSELL 3000 LENDING INDEX CTF FMV 7,113,878 7,113,878
    SSGA MSCI EAFE INDEX FMV 7,330,802 7,330,802
    VANGUARD DIVIDEND APPRECIATION FUND FMV 2,149,199 2,149,199
    WELLINGTON CTF DIH FMV 2,236,528 2,236,528
    COLCHESTER FMV 2,953,887 2,953,887
    FRANKLIN TEMPLETON FMV 3,166,070 3,166,070
    WINGATE PARTNERS FMV 314,307 314,307
    CID CAPITAL FMV 96,312 96,312
    DODDINGTON GLOBAL FUND LLC FMV 3,446,641 3,446,641
    FPA CRESCENT FUND FMV 2,044,664 2,044,664
    VANGARD EMERGING MARKETS FMV 1,840,199 1,840,199
    COMMER TORTOISE FMV 1,589,072 1,589,072
    LAZARD GLOBAL FMV 1,693,858 1,693,858
    SEMPER VIC FMV 3,957,610 3,957,610

    TY 2014 LegalFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 7,920 1,980   5,940


    TY 2014 OtherAssetsSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 28,543 0 0
    DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 5,737 25,650 25,650


    TY 2014 OtherExpensesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFORMATION TECHNOLOGY 7,690 0   7,690
    SPECIAL EVENT EXPENSE 3,168 0   3,168
    VOLUNTEER PROGRAM COSTS 1,046 0   1,046
    INSURANCE-GENERAL 4,881 0   0
    MISCELLANEOUS 4,631 232   4,399


    TY 2014 OtherIncomeSchedule2
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 20,885 20,885 20,885
    UNREALIZED GAIN (LOSS) ON INVESTMENTS -2,304,224   -2,304,224


    TY 2014 OtherLiabilitiesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO HRB MANAGEMENT, INC. 51,274 55,143


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR AND SERVICE FEES 291,303 222,243   0
    MANAGEMENT FEES 280,706 42,241   238,465


    TY 2014 TaxesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 50,000 0   0